See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,710 |
Filed as: FRINGE BENEFIT SPECIALISTS INC Service code 16 113 E WASHINGTON #18 · KIRKSVILLE, MO 63501 | Consulting | $5,276 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,502 | $65,061-71.6% | $143,757-87.1% | $66,914-72.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -11.52% | -11.14%-0.4pp | -0.04%-11.5pp | 1.58%-13.1pp |
| Employer contribution / active EE | $1,462 | $2,361-38.1% | $4,951-70.5% | $2,544-42.5% |
| Participant deferral / active EE | $1,375 | $2,919-52.9% | $5,637-75.6% | $4,237-67.6% |
| Admin fee / account holder | $65 | $502-87.0% | $14,673-99.6% | $593-89.0% |